Discovery Process -  Together we identify your goals, values, dreams and any special concerns or challenges. 


​Investment Strategy Development- After determining your risk tolerance and carefully analyzing your current investment portfolio, we develop your asset allocation strategy and portfolio design. 


Investment Strategy Meeting - ​We meet to review and discuss our recommended investment strategy. 


Implementation of Investment Strategy - We open new accounts, transfer in existing assets and then implement your investment strategy. 


​Follow-up Meeting - We meet to review your first statements and other documents to confirm your understanding of your investment strategy implementation. We help you organize what you need to save and set up online account access. 


Develop Comprehensive Wealth Management Plan - We bing to develop your wealth management plan, including items such as income & cash flow analysis, retirement & distribution planning, insurance & liability planning, education planning, estate planning, family dynamics and charitable giving. 


Wealth Management Plan Meeting - We meet to review and discuss our wealth management strategies and choices. 


​Ongoing Review of Investment Strategy & Wealth Management Plan - We develop a schedule for progress review meetings. 

Our Process